Open App →
Back to News Feed
Digitimes November 2, 2026 By DIGITIMES neutral

Marvell pays up for Lumentum, 33 times forward earnings, to match Broadcom on lasers

BroadcomMarvellAI / LLMSemiconductorsData Center
Marvell Technology's agreement to buy Lumentum Holdings would give the custom chip designer its own supply of indium phosphide (InP) lasers, one of the scarcest components in AI data center networking, and make it one of the few suppliers spanning both the electrical and optical sides of the link. The deal positions Marvell more directly against Broadcom as connections inside AI clusters move from copper toward optics packaged alongside processors and switches.
Read original article ↗

Related Articles

US trade commission terminates Samsung chip patent probe following settlement with Netlist

WASHINGTON — The U.S. International Trade Commission (USITC) has formally terminated a patent infringement investigation

Korea Times · November 2, 2026

Marvell to acquire Lumentum for $115bn, expanding total addressable market to $550bn

Data infrastructure semiconductor solutions provider Marvell Technology Inc of Santa Clara, CA, USA has agreed to acquir

Semiconductor Today · November 2, 2026

Marvell to Acquire Lumentum in All-Stock Transaction

Combines two of the fastest-growing enablers of AI, bringing together complementary electrical and optical technologies

HPC Wire · November 2, 2026

Top court upholds antitrust watchdog's $13.8 mil. fine on Broadcom

South Korea's top court has upheld the country's antitrust watchdog's decision to impose an 18.6 billion-won ($13.8 mill

Korea Times · November 2, 2026